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iShares Russell 3000 ETF
IWV

Overview Fund Activity

345 hedge funds and large institutions have $3.95B invested in iShares Russell 3000 ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 34 closing their positions.

Holders
345
Holders Change
-11
Holders Change %
-3.09%
% of All Funds
8.6%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.95%
New
25
Increased
93
Reduced
122
Closed
34
Calls
$2.35M
Puts
$1.15M
Net Calls
+$1.21M
Net Calls Change
+$2.07M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$108M
2
B
2
Barings
North Carolina
$132M
3
Ameriprise
3
Ameriprise
Minnesota
$74.6M
4
BJL
4
Brighton Jones LLC
Washington
$29.1M
5
TWM
5
Tanglewood Wealth Management
Texas
$44.3M

Top Sellers

1
RMPT
1
Raytheon Master Pension Trust
Massachusetts
$0
2
SCM
2
SCS Capital Management
Massachusetts
$683M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
RMDI
4
R.M. Davis Inc
Maine
$33.3M
5
TA
5
Teachers Advisors
New York
$6.25M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$26.9M 192,364 -22,683 -11%
UCFA
27
United Capital Financial Advisors
Texas
$26.6M 189,995 -7,051 -4%
SIM
28
Sigma Investment Management
Oregon
$24.7M 176,641 -4,417 -2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$23.5M 167,941 +21,858 +15%
SP
30
Stairway Partners
Illinois
$22.9M 164,042 -3,370 -2%
WRTC
31
Wind River Trust Company
Wyoming
$21.9M 156,472 -1,913 -1%
CB
32
Commerce Bank
Missouri
$20.8M 148,666 -3,756 -2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$20.6M 146,911 +2,187 +2%
BAAM
34
Baker Avenue Asset Management
California
$19.9M 142,183 -1,870 -1%
State Street
35
State Street
Massachusetts
$19.6M 140,018 -40,407 -22%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$19.5M 139,252 -4,997 -3%
OBWP
37
O'Brien Wealth Partners
Massachusetts
$19.5M 139,180 -6,169 -4%
GAG
38
GM Advisory Group
New York
$19.4M 138,538 -171 -0.1%
FWIA
39
Fort Washington Investment Advisors
Ohio
$18.8M 134,152 – –
WFWM
40
Wechter Feldman Wealth Management
New Jersey
$18.6M 133,036 +698 +0.5%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$18.4M 131,440 -24,109 -15%
BP
42
Ballentine Partners
Massachusetts
$18.2M 130,373 -1,201 -0.9%
AB
43
Amalgamated Bank
New York
$17.6M 125,897 -10,403 -8%
William Blair & Company
44
William Blair & Company
Illinois
$17.2M 122,947 +24,252 +25%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$17M 121,805 -6,285 -5%
Brown Advisory
46
Brown Advisory
Maryland
$15.5M 110,737 +119 +0.1%
SF
47
Synovus Financial
Georgia
$15M 106,924 +9,639 +10%
TI
48
Truepoint Inc
Ohio
$14.6M 104,356 -986 -0.9%
JWM
49
Jackson Wealth Management
Florida
$14M 100,651 +35,529 +55%
CWM
50
Calamos Wealth Management
Illinois
$14M 99,720 +19,939 +25%
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